Portfolio Associate - Reporting

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Portfolio Associate - Reporting based in United Kingdom.

This role offers an exciting opportunity to support the operational backbone of a growing investment platform by overseeing portfolio reporting, data management, and dealflow coordination. You will play a critical role in ensuring the accuracy, integrity, and accessibility of portfolio and transaction data that informs strategic decision-making. Working in a fast-paced and highly collaborative environment, you will interact with investment professionals, portfolio companies, and external stakeholders while helping maintain efficient investment operations. The position is ideal for a detail-oriented professional who thrives on building structure, optimizing processes, and managing multiple priorities. With significant ownership and autonomy, you will contribute directly to the scalability and effectiveness of the investment platform while supporting portfolio growth and transaction execution.

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Portfolio Associate - Reporting based in United Kingdom.

This role offers an exciting opportunity to support the operational backbone of a growing investment platform by overseeing portfolio reporting, data management, and dealflow coordination. You will play a critical role in ensuring the accuracy, integrity, and accessibility of portfolio and transaction data that informs strategic decision-making. Working in a fast-paced and highly collaborative environment, you will interact with investment professionals, portfolio companies, and external stakeholders while helping maintain efficient investment operations. The position is ideal for a detail-oriented professional who thrives on building structure, optimizing processes, and managing multiple priorities. With significant ownership and autonomy, you will contribute directly to the scalability and effectiveness of the investment platform while supporting portfolio growth and transaction execution.

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

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